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UBSI vs. RF
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between UBSI and RF is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

UBSI vs. RF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in United Bankshares, Inc. (UBSI) and Regions Financial Corporation (RF). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%40.00%50.00%JulyAugustSeptemberOctoberNovemberDecember
22.24%
26.59%
UBSI
RF

Key characteristics

Sharpe Ratio

UBSI:

0.19

RF:

1.11

Sortino Ratio

UBSI:

0.53

RF:

1.73

Omega Ratio

UBSI:

1.06

RF:

1.22

Calmar Ratio

UBSI:

0.24

RF:

1.24

Martin Ratio

UBSI:

0.67

RF:

5.33

Ulcer Index

UBSI:

8.70%

RF:

5.53%

Daily Std Dev

UBSI:

30.22%

RF:

26.46%

Max Drawdown

UBSI:

-62.13%

RF:

-92.65%

Current Drawdown

UBSI:

-11.98%

RF:

-13.81%

Fundamentals

Market Cap

UBSI:

$5.41B

RF:

$22.37B

EPS

UBSI:

$2.65

RF:

$1.77

PE Ratio

UBSI:

15.10

RF:

13.90

PEG Ratio

UBSI:

1.92

RF:

4.61

Total Revenue (TTM)

UBSI:

$1.57B

RF:

$7.51B

Gross Profit (TTM)

UBSI:

$1.60B

RF:

$8.09B

EBITDA (TTM)

UBSI:

$342.42M

RF:

$2.76B

Returns By Period

In the year-to-date period, UBSI achieves a 4.84% return, which is significantly lower than RF's 26.70% return. Over the past 10 years, UBSI has underperformed RF with an annualized return of 4.58%, while RF has yielded a comparatively higher 12.12% annualized return.


UBSI

YTD

4.84%

1M

-9.24%

6M

21.93%

1Y

4.06%

5Y*

3.82%

10Y*

4.58%

RF

YTD

26.70%

1M

-9.84%

6M

26.59%

1Y

29.44%

5Y*

10.79%

10Y*

12.12%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

UBSI vs. RF - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for United Bankshares, Inc. (UBSI) and Regions Financial Corporation (RF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for UBSI, currently valued at 0.16, compared to the broader market-4.00-2.000.002.000.161.11
The chart of Sortino ratio for UBSI, currently valued at 0.48, compared to the broader market-4.00-2.000.002.004.000.481.73
The chart of Omega ratio for UBSI, currently valued at 1.06, compared to the broader market0.501.001.502.001.061.22
The chart of Calmar ratio for UBSI, currently valued at 0.20, compared to the broader market0.002.004.006.000.201.24
The chart of Martin ratio for UBSI, currently valued at 0.56, compared to the broader market0.0010.0020.000.565.33
UBSI
RF

The current UBSI Sharpe Ratio is 0.19, which is lower than the RF Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of UBSI and RF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00JulyAugustSeptemberOctoberNovemberDecember
0.16
1.11
UBSI
RF

Dividends

UBSI vs. RF - Dividend Comparison

UBSI's dividend yield for the trailing twelve months is around 3.92%, less than RF's 4.18% yield.


TTM20232022202120202019201820172016201520142013
UBSI
United Bankshares, Inc.
3.92%3.86%3.56%3.89%4.32%3.54%4.37%3.83%2.85%3.49%3.42%3.97%
RF
Regions Financial Corporation
4.18%4.54%3.43%2.98%3.85%3.44%3.44%1.82%1.78%2.40%1.70%1.01%

Drawdowns

UBSI vs. RF - Drawdown Comparison

The maximum UBSI drawdown since its inception was -62.13%, smaller than the maximum RF drawdown of -92.65%. Use the drawdown chart below to compare losses from any high point for UBSI and RF. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.98%
-13.81%
UBSI
RF

Volatility

UBSI vs. RF - Volatility Comparison

United Bankshares, Inc. (UBSI) and Regions Financial Corporation (RF) have volatilities of 7.45% and 7.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%JulyAugustSeptemberOctoberNovemberDecember
7.45%
7.46%
UBSI
RF

Financials

UBSI vs. RF - Financials Comparison

This section allows you to compare key financial metrics between United Bankshares, Inc. and Regions Financial Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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